See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,613 | $60,022-97.3% | $88,946-98.2% | $84,808-98.1% |
| Participation rate | 90.9% | 57.8%+33.1pp | 68.8%+22.1pp | 68.3%+22.6pp |
| Annual return | -3.62% | 22.43%-26.0pp | 57.82%-61.4pp | 40.90%-44.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $981 | $3,114-68.5% | $4,581-78.6% | $4,212-76.7% |
| Admin fee / account holder | $222 | $4,811-95.4% | $8,261-97.3% | $7,344-97.0% |